Developing your investment strategy
Why do we invest? For most people, it is to ensure we have sufficient retirement savings to enjoy the benefits of working hard throughout our lives, making the most of
Portuguese taxes in 2024: What you need to know
The Portugal 2024 budget introduced one significant tax reform for 2024 – the popular non-habitual residence programme closed for new applicants. Otherwise, Portuguese taxation remains similar to recent years. Income
Non-Habitual Resident Status – Transitional Regime
The Non-Habitual Resident Status is a special regime that establishes a more favourable tax regime, in the sense of reducing Personal Income Tax (IRS) for 10 years for new foreign
Protect your pensions and retirement savings for the long-term
Our pensions are often key for our long-term financial security, but, unfortunately, they are complex. Deciding what to do with yours involves navigating various options, establishing how they suit your
Demand for Portugal’s revamped Golden Visa remains high
“Avalanche” of money from investors looking to get Portuguese Golden Visas There has been a lot of talk in the overseas press that Portugal’s Golden Visa is dead, but it
Changes to nationality regime for descendants of Portuguese Sephardic Jews
On January 5, 2024, the Parliament approved important changes to the Portuguese Nationality Law. These changes must also be published in the Diário da República and will only come into
Tax freedom day – how much of your income do you lose to tax?
How long does it take to earn money for yourself instead of the taxman? “Tax freedom day” varies greatly by country, but good planning can help reduce your tax burden.
The path existing NHR tax holders must walk to prevent future tax burdens of up to 48%
According to a recent wealthy expats report, many existing NHR tax holders are unaware that they will face a significant tax burden upon the expiration of their 10-year NHR tax
NHR: out with the old, in with the new
The surprise announcement by the Portuguese prime minister that he saw no value for the Non-Habitual Resident (NHR) regime, and it would cease at the end of the year, was
The sun is set to go down for existing NHR tax holders
According to a new report, as many as 73% of current NHR tax holders in Portugal risk progressive tax rates of between 28% to 48% if they don’t structure their